LENOX ADVISORS Trademark
LENOX ADVISORS is a USPTO trademark filed by Lenox Advisors, Inc.. Status: Registered.
Trademark Facts
| Mark | LENOX ADVISORS |
|---|---|
| Serial Number | 85268006 |
| Registration Number | 4117333 |
| Status | Registered |
| Filing Date | 2011-03-16 |
| Registration Date | 2012-03-27 |
| Mark Type | Word |
| Nice Classes | 035 (Advertising & Business), 036 (Financial Services), 041 (Education & Entertainment) |
| Owner | Lenox Advisors, Inc. |
| Attorney of Record | Richard D. Harris |
| Prosecution Events | 36 |
| Latest Event | 89AG on 2022-09-22 |
Goods & Services
Class 035: Business planning services, namely, succession planning, executive benefits, executive compensation, family transfer issues, buyout agreement funding, carveout programs; Class 036: Financial planning services and brokerage of insurance, mutual funds, annuities and other financial and insurance products, to wit - (1) insurance brokerage of life insurance, namely, survivorship life insurance, term life insurance, universal life insurance, variable universal life insurance, whole life insurance, group universal life insurance, group variable universal life insurance, BOLI/COLI; disability insurance; long term care insurance; property and casualty insurance, namely, automobile and home insurance; group benefits insurance, namely, group health insurance, long term disability insurance, short term disability insurance, dental insurance, flexible spending accounts, life insurance, vision plans, section 125 plans; (2) providing financial planning services, namely, fee based financial planning, asset allocation modeling, cash flow modeling, consolidated balance sheet preparation, deferred compensation elections, estate planning review, stock options planning, wealth management system; (3) brokerage of investment planning, namely, mutual funds, portfolio analysis, performance reporting, hedging strategies, tax efficiency analysis, 529 college savings plans; (4) brokerage of retirement planning, namely, IRA's, 401k's, tax deferred annuities, deferred compensation programs, alternate pension programs; and (5) providing estate planning services, namely, gift and estate tax strategies, multi-generational planning, asset valuation discount techniques, charitable planning, asset protection, trusts; Class 041: [ Educational services, namely, conducting employee seminars on the subject of group health insurance ]